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Services Offered

The key to making money is to stay invested.

~ Suzy Orman

Services Offered

Investments

We use the Momentum Wealth Platform as our preferred investment platform; the platform offers extensive fund choices, extremely competitive fees and large choice of investment solutions. Through the platform and our partnership with Momentum we are able to offer professional and highly skilled support and service to our varied investment clients. The Wealth platform can facilitate all your local and offshore investments; you can invest a 100% offshore using your offshore allowance and gain access to multiple regions and fund managers.

  • Flexible Investment Options
  • Tax Free Investments
  • Flexible Endowment Options
  • Direct Offshore Investments

*Understanding the tax implications and benefits of the various investment options and when to utilise them is critical in your investment planning

Retirement Investing and Planning

Here again we use the Wealth platform predominantly and through the platform can facilitate the following retirement offerings;

  • Preservation Funds, provident and pension preservers.
  • Retirement Annuities.
  • Living and Linked life Annuities.

We offer a full-service solution when planning for a client’s retirement, one must take income expectations, Income Portfolio construction and the various tax implications into account when investing, and in this regard, we are strongly positioned to offer a fully researched strategy to best meet your expectations.

Health Platform

Momentum Health Medical Aid is one of the leading Medical Aids in South Africa offering various plans and options to individuals and corporate clients.

Understanding the benefits of using Multiply in conjunction with the unique to industry Health Saver and Health Saver benefits could see you earning up to a maximum of a R1000 per month just for managing your Multiply status, boosting your Health Saver and improving your health and fitness.


Momentum Health Brochure.PDF

Momentum Short Term Insurance

A dynamic and comprehensive short term insurance offering, we can service individual and corporate clients. Through MSTI we can cater and facilitate any of your insurance needs, we do extensive research and schedule analysis before advising and offering a comprehensive solution.

Funds at Work

Momentum Funds at Work (FAW) is the group benefits platform where companies can take care of their employees by offering them Pension or Provident benefits and vital risk benefits to protect their employees and their families. Offering a great group scheme for staff is becoming more and more prominent in attracting the right calibre of staff. (electronic FAW brochure) * and a separate tab for pension and provident industry changes and legislation.

Wealth Creators Legal Services

We have partnered with an established legal firm to create a one stop experience for our clients, getting married, starting businesses, and protecting yourself has become and will become a growing concern in many of our lives. We have seen this and fully understand the importance in finding workable and affordable solutions for our clients and in partnering with the legal firm we have, you can rest assured we can offer you these services and benefits in the comfort of our offices.

Wealth Creators Business Solutions

Through our in-house accounting services we can offer multiple solutions and benefits for individuals and corporate clients, from tax advice, accounting solutions, payroll management, registering companies to business consulting and tailor made solutions.
We have also partnered with Warren Boyce from Forex people.

Multiply

Use Multiply to get more money by doing the things that matter to you – things you already do every day.

Multiply is a wellness and rewards programme that helps you make the right choices so that you can live a better, healthier life, and also gives you the money to afford it.

 

Multply Brochure.PDF Multply Premier Points.PDF Safe Days.PDF

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Client Application Forms Wealth Creators SA